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Real Reviews · Scottsdale

Top-Reviewed Financial Advisors in Scottsdale, AZ

What are customers actually saying? Read verified reviews for financial advisors in Scottsdale — every rating is from a real customer.

As of May 2026, RatingsNearMe ranks 18 financial advisors in Scottsdale, AZ by verified customer ratings and review volume. The highest-rated is Edward Jones - Financial Advisor: Angelica F Prescod with a 5.0-star rating from 251 verified reviews. Also in the top tier: Rizzo Financial Group and ARQ Wealth Advisors. The average rating across all listed financial advisors in Scottsdale is 5 stars from 46 reviews per business on average.

Financial advisors in Scottsdale typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

18

Businesses listed

5★

Avg rating

46

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Edward Jones - Financial Advisor: Angelica F Prescod

5.0(251 reviews)

4250 N Drinkwater Blvd Ste 170, Scottsdale, AZ 85251, USA

🥈

Rizzo Financial Group

5.0(80 reviews)

10575 N 114th St Unit 105, Scottsdale, AZ 85259, USA

🥉

ARQ Wealth Advisors

5.0(75 reviews)

8605 E Raintree Dr Suite 240, Scottsdale, AZ 85260, USA

Financial Advisors Rankings in Scottsdale, AZ

#BusinessRatingReviews
#1Edward Jones - Financial Advisor: Angelica F Prescod4250 N Drinkwater Blvd Ste 170, Scottsdale, AZ 85251, USA5.0251
#2Rizzo Financial Group10575 N 114th St Unit 105, Scottsdale, AZ 85259, USA5.080
#3ARQ Wealth Advisors8605 E Raintree Dr Suite 240, Scottsdale, AZ 85260, USA5.075
#4Bradley Wealth LLC16430 N Scottsdale Rd Suite 230, Scottsdale, AZ 85254, USA5.049
#5Beacon Pointe Advisors6263 N Scottsdale Rd #295, Scottsdale, AZ 85250, USA5.042
#6Scottsdale Wealth Advisory8501 N Scottsdale Rd, Paradise Valley, AZ 85253, USA5.025
#7Stine Wealth Management6991 E Camelback Rd #D300, Scottsdale, AZ 85251, USA5.032
#8EP Wealth Advisors16430 N Scottsdale Rd #150, Scottsdale, AZ 85254, USA5.013
#9Scottsdale Wealth Planning7033 E Main St, Scottsdale, AZ 85251, USA5.04
#10Dew Wealth Management8888 E Raintree Dr #110, Scottsdale, AZ 85260, USA4.924

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Scottsdale

4

Bradley Wealth LLC

5.0· 49 reviews

16430 N Scottsdale Rd Suite 230, Scottsdale, AZ 85254, USA

5

Beacon Pointe Advisors

5.0· 42 reviews

6263 N Scottsdale Rd #295, Scottsdale, AZ 85250, USA

6

Scottsdale Wealth Advisory

5.0· 25 reviews

8501 N Scottsdale Rd, Paradise Valley, AZ 85253, USA

7

Stine Wealth Management

5.0· 32 reviews

6991 E Camelback Rd #D300, Scottsdale, AZ 85251, USA

8

EP Wealth Advisors

5.0· 13 reviews

16430 N Scottsdale Rd #150, Scottsdale, AZ 85254, USA

9

Scottsdale Wealth Planning

5.0· 4 reviews

7033 E Main St, Scottsdale, AZ 85251, USA

10

Dew Wealth Management

4.9· 24 reviews

8888 E Raintree Dr #110, Scottsdale, AZ 85260, USA

11

WestPac® Wealth Partners (Scottsdale)

4.8· 17 reviews

9336 E Raintree Dr # 110, Scottsdale, AZ 85260, USA

12

Sensible Money, LLC

5.0· 26 reviews

4200 N Marshall Way #2, Scottsdale, AZ 85251, USA

13

Wealth Management Solutions

5.0· 6 reviews

suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260, USA

14

Stronghold Financial

5.0· 28 reviews

14350 N Frank Lloyd Wright Blvd Suite 9, Scottsdale, AZ 85260, USA

15

Asset Preservation Wealth & Tax, Financial Advisors

4.8· 67 reviews

16435 N Scottsdale Rd #175, Scottsdale, AZ 85254, USA

16

Cole Wealth Management

5.0· 20 reviews

9332 E Raintree Dr Suite 100, Scottsdale, AZ 85260, USA

17

Bayntree Wealth Advisors

5.0· 16 reviews

7001 N Scottsdale Rd #2055, Scottsdale, AZ 85253, USA

18

Summit Wealth Group

5.0· 45 reviews

14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Scottsdale

What is a fiduciary financial advisor and why does it matter in Scottsdale?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Scottsdale, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Scottsdale?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Scottsdale, AZ

This page lists and ranks 18 financial advisors serving Scottsdale, AZ as of May 2026. The average verified rating across all listings is 5 stars, with an average of 46 customer reviews per business. The top-ranked financial advisors in Scottsdale by our algorithm is Edward Jones - Financial Advisor: Angelica F Prescod (5.0 stars, 251 reviews). Financial advisors in Scottsdale typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Scottsdale: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the AZ licensing board before hiring.

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